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Client Forms/Information Sheets

All clients, new and current, business and individual taxes, need to fill out this sheet each tax year.

To expedite your return completion, please answer the questions on this questionnaire.

Checklist Documents

For individual tax returns.

For businesses run under you SSN.

For individuals with rental properties.

All business return types.

Pay Taxes Online/Track Refund

Pay Taxes
To pay your IRS/Utah taxes online you will need:

  • Personal Information
  • Address used to file your taxes
  • Ensure your taxes have been filed

Track Refund
To track your IRS/Utah refund status you will need:

  • Social Security Number
  • Filing Status
  • Refund Amount

Social Security Administration

For information about retirement, disability and social security visit the Social Security Administration Website.

Knowledge Center

Find practical answers for your
questions in our article library.

January 15, 2021

Make a payment of your estimated tax for 2020, if you didn’t pay your income tax for the year through withholding (or didn’t pay enough). Use Form 1040-ES or pay by credit card or by the electronic federal tax payment systems (EFTPS). This is the final installment date for 2020 estimated tax. However, you don’t have to make this payment if you file your 2020 return (Form 1040) and pay any tax due by February 2, 2021.

January 31, 2021

File your income tax return (Form 1040) for 2020 if you didn’t pay your last installment of estimated tax by January 15th. Filing your return now prevents any penalty for late payment of the last installment.

February 15, 2021

If you claimed exemption from income tax withholding for last year on the Form W-4 you gave your employer, you must file a new W-4 by this date to continue your exemption for another year.

April 15, 2021

File an income tax return for last year (form 1040, Form 1040A, or Form 1040EZ), and pay any tax due. Taxpayers who can’t make payments should request (on Form 9465) an agreement to pay in installments. If you want an automatic 6-month extension to file, file Form 4868 and estimate your tax or pay by credit card. Then file Form 1040 or Form 1040A by October 15th.

If you paid cash wages of $1,900 or more in 2020 to a household employee, you must file Schedule H with your income tax return (Form 1040) and report any employment taxes and withheld income taxes for those employees.

Contributions to an IRA for 2020 must be made by this date.

If you aren’t paying your 2020 income tax through withholding (or won’t pay in enough tax during the year that way), pay the first installment of your 2020 estimated tax by this date. Use Form 1040-ES or pay by credit card or by EFTPS.

June 15, 2021

If you are a U.S. citizen or resident alien living and working (or on military duty) outside the U.S. and Puerto Rico, file your 2020 Form 1040 and pay any tax, interest and penalties due. Otherwise, see April 15th above. However, if you are a participant in a combat zone, you may be able to further extend the filing deadline.

Make the second installment payment of your 2020 estimated tax, if you aren’t paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES or pay by credit card or by EFTPS.

September 15, 2021

Make the third installment payment of your 2020 estimated tax, if you aren’t paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES or pay by credit card or by EFTPS.

October 15, 2021

If you have an automatic 6-month extension to file your income tax return for 2020, file Form 1040 and pay any tax, interest, and penalties due

January 31, 2021

All Employers – Deadline to give employees their Form W-2 for 2020.

All Businesses – Give an annual information statement to recipients of certain payments you made during 2020. (You can use a copy of the appropriate Form 1099.)

February 15, 2021

All Businesses – Give an annual information statement to recipients of certain payments (e.g., proceeds from broker and barter transactions) you made during 2020. (You can use a copy of the appropriate Form 1099).

February 28, 2021

All Businesses – File an information return (Form 1099) with IRS for certain payments you made during 2020. There are different versions of Form 1099 for different types of payments. Use a separate Form 1096 to summarize and transmit each separate version. For a 30-day extension of time to file, use Form 8809. The due date for electronic filers is April 2, 2021.

March 15, 2021

S Corporations – File a 2020 calendar year income tax return (Form 1120S) and pay any tax still due. If you want an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe.

S Elections – File Form 2553 to choose to be treated as an S corporation, beginning with calendar year 2021. If Form 2553 is filed late, S Corp treatment will begin with calendar year 2021 (unless the taxpayer qualifies for late election relief).

Electing Large Partnerships – Provide each partner with a copy of Schedule K-1 of Form 1065.

Partnerships – File a 2020 calendar year return (Form 1065) and provide each partner with a copy of Schedule K-1. If you want an automatic 6-month extension to file the return and provide Schedule K-1 or a substitute Schedule K-1, file Form 7004. Then file Form 1065 by September 15, 2021.

Corporations – Deposit the first installment of estimated income tax for tax year 2021.

April 15, 2021

C Corporations – File a 2020 calendar year income tax return (Form 1120) and pay any tax still due. If you want an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe.

June 15, 2021

Corporations – Deposit the second installment of estimated income tax for tax year 2021.

July 31, 2021

All Employers – If you maintain an employee benefit plan, such as a pension, profit-sharing, or stock bonus plan, file Form 5500-EZ for calendar year 2020. If you use a fiscal year as your plan year, file the form by the last day of the seventh month after the plan.

September 15, 2021

S Corporations, and Partnerships – File a 2020 calendar year income tax return (Form 1120S or Form 1065) and pay any tax due if you were given an automatic 6-month extension.

Corporations – Deposit the third installment of estimated income tax for tax year 2021.

October 31, 2021

C Corporations – File a 2020 calendar year income tax return (Form 1120) and pay any tax due if you were given an automatic 6-month extension.

During November 2021

All Employers – Request that employees whose withholding exemptions will be different in 2021 fill out a new Form W-4.

December 15, 2021

Corporations – Deposit the fourth installment of estimated income tax for tax year 2021